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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,200 | $157,304-84.0% | $141,197-82.2% | $152,909-83.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.31% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $2,174 | $5,263-58.7% | $4,736-54.1% | $4,764-54.4% |
| Participant deferral / active EE | $3,662 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |